Investment Consultant - Dunwoody, GA

Fidelity Investments • Dunwoody, GA

11d • Onsite

About The Position

Working in a Fidelity Investor Center, the Investment Consultant develops customized financial plans using a range of products, services, and Fidelity planning tools. The role focuses on existing clients and warm leads rather than sourcing new customers, helping clients make investment decisions in their best interests and building relationships with a dedicated local advisor. The consultant uses Fidelity’s planning and guidance resources to present and implement solutions suited to client needs, supporting clients’ financial futures.

Fidelity provides training in-branch, regionally, nationally, and virtually, along with a competitive total rewards package and benefits intended to support associates and their families. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve. Fidelity will not provide immigration sponsorship for this position.

Requirements

• FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Comprehensive understanding of various investment solutions.
• Exemplary interpersonal skills and ability to grow relationships.
• Initiative and a willingness to exceed expectations.
• Outstanding communication and consultative skills.
• Ability to thrive in a fast-paced work environment.

Nice To Haves

• A degree, equivalent experience, or other professional certifications are beneficial.
• Interest in obtaining a CFP, degree, or equivalent credential; Fidelity’s tuition reimbursement program can help support this.

Responsibilities

• Develop customized financial plans using Fidelity products, services, and planning tools.
• Engage with existing clients and warm leads to provide investment solutions and grow relationships with a dedicated local advisor.
• Work directly with clients to help them make investment decisions in their best interests.
• Use Fidelity planning and guidance resources to present and implement solutions aligned with client needs.
• Leverage guidance tools to facilitate financial planning discussions and recommend suitable solutions.
• Use technology to prepare for and conduct efficient one-on-one appointments, maximize client time, and support follow-up planning.
• Proactively contact clients to understand their goals and objectives.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate customers about the values and differences among investment solutions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program to help obtain a CFP, degree, or equivalent credential.
• Professional flexibility, growth, and support.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed